Client Info Center Overview

The Client Info Center contains information about your company's current and prospective clients. Use the Client Info Center to maintain all client information, including addresses, phone numbers, contact names, related activities, and details about future opportunities.

If you use the Multicompany feature, client records are available to all companies in the enterprise.

Connect for Microsoft Outlook is an optional Vision module that makes it possible for you to manage Vision clients, contacts, vendors, and opportunities, all from Microsoft Outlook. Connect for Microsoft Outlook does not replace the Client, Contact, Vendor, or Opportunity Info Centers. You use it in addition to the Info Centers, to access and manage Vision Info Center records from either application.

Related Topics:

  • Combined Client and Vendor Info Centers
    You can share data between the Client and Vendor Info Centers and streamline their information in a central location.
  • Linked Client and Vendor Fields
    When you link a Vendor and a client record, changes made to certain fields update between the two Info Centers.
  • Client or Vendor Aliases
    You can enter aliases for a client or a vendor. For example, you can specify abbreviated versions of the client's or vendor's legal name, acronyms for the name, or alternate spellings of the name.
  • Procedures
    While the details for working with records vary across Info Centers, the basic procedures are similar.
  • Screens
    Use Info Center screens and dialog boxes to create and work with records.
Parent Topic: Info Center Overview